Green Book October 1991
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Featured Articles
Bond Market Summary
The bond market parted company with the stock market in September, extending its July-August advance while the stock market backed and filled. Only junk bonds were a mixed bag, as all other fixed income sectors moved up in tandem.
Developing Europe.... A New Conceptual Sector Commitment
After the initial burst of enthusiasm, the turmoil and troubles of the past two years have brought expectations back down to reality or below. We view this as a second and better opportunity to initiate a “Developing Europe” investment theme.
Earnings Momentum: From A 3000 Stock Universe
It is likely that third quarter and possibly fourth quarter earnings will be disappointing, although year over year comparisons may not look so bad.
Joke of the Month
John Dickerson in Denver had the winner…..up until a last minute entry from Mike Graf, Financial Management Advisors in Beverly Hills. Mike's joke appealed to this office's current level of Viking frustration. (But how 'bout those Twins!)
Major Trend Index Remains Bullish
September was a dull narrowly mixed month (best sector +6%, worst sector -6%). But as a whole, the third quarter of 1991 was not bad.
Off the Cuff
October drama…Interest rates and stocks may be uncoupling…Is it too soon to see a bear market?...What could break the back of the Bull?
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by September 1991 performance.
View from the North Country
Polling The Pro's...Leuthold Group Client Survey Results...We Are Spenders Not Savers...U.S. Savings Rate Still Trending Lower Even In The Face Of Uncertain Economic Times..."Clean Energy" Sector Update
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
The bond market parted company with the stock market in September, extending its July-August advance while the stock market backed and filled. Only junk bonds were a mixed bag, as all other fixed income sectors moved up in tandem.
Developing Europe.... A New Conceptual Sector Commitment
After the initial burst of enthusiasm, the turmoil and troubles of the past two years have brought expectations back down to reality or below. We view this as a second and better opportunity to initiate a “Developing Europe” investment theme.
Earnings Momentum: From A 3000 Stock Universe
It is likely that third quarter and possibly fourth quarter earnings will be disappointing, although year over year comparisons may not look so bad.
Joke of the Month
John Dickerson in Denver had the winner…..up until a last minute entry from Mike Graf, Financial Management Advisors in Beverly Hills. Mike's joke appealed to this office's current level of Viking frustration. (But how 'bout those Twins!)
Major Trend Index Remains Bullish
September was a dull narrowly mixed month (best sector +6%, worst sector -6%). But as a whole, the third quarter of 1991 was not bad.
Off the Cuff
October drama…Interest rates and stocks may be uncoupling…Is it too soon to see a bear market?...What could break the back of the Bull?
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by September 1991 performance.
View from the North Country
Polling The Pro's...Leuthold Group Client Survey Results...We Are Spenders Not Savers...U.S. Savings Rate Still Trending Lower Even In The Face Of Uncertain Economic Times..."Clean Energy" Sector Update
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
